Wealth Over TaxesWealth Over Taxes

TOUCHDOWN! Retirement!

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In this episode, Kevin and Robin discuss strategies to help listeners retire successfully. They draw parallels between football and retirement planning, emphasizing the importance of offense (taking action and creating a budget) and defense (reducing risk, filling gaps in the plan, and considering insurance and estate planning). They also highlight the significance of communication and commitment in the coach-quarterback relationship, which mirrors the advisor-client relationship. The episode concludes with the importance of practicing positioning for retirement and staying focused on the end goal.  The hosts offer a free consultation and analysis to help individuals create a customized lifetime income plan. They also address listener questions about real estate investments, claiming Social Security, and building steady income in retirement. The conversation concludes with contact information for scheduling a consultation.

Reach out to Kevin and Robin at 800-757-6062 or  Infinite Wealth Advisors

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Wealth Over Taxes

Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to 
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